Unclaimed
Robert Jason Graham is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Lincoln Financial Distributors, Inc. His previous experience includes PFS INVESTMENTS INC.. Robert holds licenses for Series 6, 7, and 63. Robert is also a Series SIE exam holder. Robert has been a registered representative in Idaho, Montana, North Dakota, Oregon, Utah, Washington and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
PA
02/03/2005 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
GA
05/21/2002 - 01/28/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Graham is the right advisor for you? Invested Better is here to help.